Root Financial Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Root Financial Partners, LLC

  • $1.03 Trillion
  • Q2 2025

A detailed history of Root Financial Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 5,510 shares of IJR stock, worth $649,022. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,510
Previous 5,119 7.64%
Holding current value
$649,022
Previous $535 Million 12.5%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$90.56 - $109.49 $35,408 - $42,810
391 Added 7.64%
5,510 $602 Million
Q1 2025

Apr 24, 2025
SELL
$102.49 - $119.96 $151,685 - $177,540
-1,480 Reduced 22.43%
5,119 $535 Million
Q4 2024

Jan 29, 2025
BUY
$113.92 - $127.38 $751,758 - $840,580
6,599 New
6,599 $760 Million

Others Institutions Holding IJR

# of Institutions
2,837
Shares Held
545M
Call Options Held
554K
Put Options Held
325K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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